Course 3–Financial Planning

Course 3–Financial Planning

Course Overview Financial planning is the process of determining the most efficient route or game plan to successfully achieve a goal. This written plan usually begins with a holistic picture of your current financial situation and forecasts what is needed to achieve...
Course 4–Funding Financial Goals

Course 4–Funding Financial Goals

Course Overview To ensure money is available to pay the cost of achieving our financial goals managing income and expenses is crucial. If expenses exceed income on a regular basis, meeting financial goals, such as buying a car or house, establishing an emergency...
Course 5–Purchasing Using Credit

Course 5–Purchasing Using Credit

Course Overview Used properly, borrowing money or going into debt can help us own a home, get an education, buy a house/condo or  buy a business.   By understanding how debt can work for us to help achieve our goals as well as work against us and hindering our ability...
Course 6–Protecting Your Assets

Course 6–Protecting Your Assets

Course Overview Protecting the financial costs of replacing the assets we have worked hard to acquire provides many with a peace of mind.  Purchasing  insurance provides the financial support and reduces the uncertainties in the event we should suffer a premature...